Get Peace of Mind

Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions. 

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Lifetime Asset Management

Financial Solutions for Life

Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.

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Latest NewsLatest News

May

16

A Great Cybersecurity Event

Our Cybersecurity event was a hit! Thanks to our clients that attended the event and a big thank you to Sean Mackey, from Commonwealth Financial Network, for speaking at our event. We look forward to having another speaker event next year!

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May

03

The 2017 Shred Event was a success!

We had another successful shredding event this year. So many documents and appliances were shredded and the bbq truck was fantastic! We would like to thank everyone that came out and we hope to see you again next year!

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Dec

30

Matthew Glova Attends National Educational Conference for Financial Advisors

Local Financial Advisor Matthew Glova Attends Commonwealth Financial Network’s Annual Conference Matthew Glova, Financial Planner of LifeTime Asset Management in Raleigh, NC, recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, the event drew 1,750 affiliated advisors, staff, guests, and sponsors from…

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Latest NewsUpcoming Events

Jul

07

Durham Bulls

This summer we will be hosting two client appreciation events at the Durham Bulls! July 7th and August 8th we will head to the Durham Bulls Athletic Park for evenings of baseball, food and fun! More information to come!

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Jun

22

VIP Wine Tasting

We are looking forward to another wine tasting event this June. This year will be a bit different as we sit down to experience the difference the shape and size of a glass can make to your wine drinking experience. We look forward to learning all about Riedel stemware and wine education!

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May

11

Cybersecurity Speaker Event

We are excited to announce our Annual Speaker Event will be on cybersecurity this year. Our speaker, from Commonwealth Financial Network, will be focusing on password, social engineering and device security as well as account health. We look forward to seeing everyone there.

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The expertise you want. The independent professional advice you need.

Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.

Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.

 

LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:

 

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